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Pgx etf shares owned by Portland Financial Advisors

Quarter-by-quarter ownership of Pgx etf (PGX) shares owned by Portland Financial Advisors from 13F filings

Historical chart of Portland Financial Advisors investment in Pgx etf

Tip: Access up to 7 years of quarterly data

All positions including Pgx etf held by Portland Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pgx etf by Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $326k 28k 11.60
2025-06-30 $308k 28k 11.13
2025-03-31 $322k 29k 11.22

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

Top funds holding Pgx etf

Wells Fargo & Company
Morgan Stanley
LPL Financial
Jpmorgan Chase & Co
Ameriprise Financial
UBS Group
Spectrum Asset Management
Bessemer
Royal Bank of Canada
Hanson McClain Advisors
Raymond James Financial
Advisor Group Holdings
Checchi Capital Advisers
Huntington National Bank
Commonwealth Equity Services

View all funds holding Pgx etf